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Continue ReadingWe are pleased with Silver Beechâs 14.1% YTD performance and strong absolute and relative returns vs. S&P 500. Click here to read the full fund letter...
Continue ReadingThe AI âbell cowâ leading the new investment narrative is Nvidia. Click here for our brief investment thesis on NVDA stock...
Continue ReadingTechnology sector has had the best year so far, and based on similar patterns in history, further 10-15% drawdowns in QQQ and 30-45% in TQQQ could occur. See more here...
Continue ReadingTesla boss gives rambling 90-minute talk about his artificial intelligence plans after launching rival company this week...
Continue ReadingSalesforce's (NYSE: CRM) stock was cut in half last year as investors fretted over the cloud software specialist's slowing sales growth and the exodus of top executives. Rising interest rates exacerbated that pressure by crushing higher-growth tech stocks...
Continue ReadingThe billionaire aims to build a "maximally curious" AI that is not "politically correct," Musk said on a Twitter Spaces session late Friday...
Continue ReadingOn Friday, Alphabet stock reached a noteworthy technical benchmark, seeing its Relative Strength (RS) Rating jump into the 80-plus percentile with an improvement to 83, up from 79 the day before. Is Alphabet Stock A Buy? Alphabet stock is trying to complete a flat base with a 129.04 buy point...
Continue ReadingThe owner of the Daily Mail is gearing up for a legal battle with Google over claims the tech giant used hundreds of thousands of online news stories to train its ChatGPT rival without permission...
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